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Giving back
As a proud Gloucestershire business, we relish our position at the heart of the local community. Read on to learn about our nominated charity and how we help.
Making a difference
Thanks to your support, we’re proud to support Crohn’s & Colitis UK, the UK’s leading charity for Crohn’s and colitis.
The charity works to improve diagnosis and treatment, fund research and raise awareness, so more people can get the understanding and support they need. It also provides information, practical support and opportunities for people affected by Crohn’s and colitis to connect with others who understand what they are going through.
Through our charity recommendation incentive scheme, we donate £50 to Crohn’s & Colitis UK for every initial meeting that results from a client recommendation, whether the meeting takes place in person or remotely.
There is no requirement for the person you recommend to become a client. Since the start of 2026, your recommendations have helped us raise a total of £1,620 for the charity.
The charity’s work helps people affected by Crohn’s and colitis feel better informed, less alone and more confident when managing these lifelong conditions.
Our Charity recommendation incentive scheme
We’re excited to share our latest news about our charity recommendation incentive and would love to tell you more about it and explain how you can help!
What is our charity recommendation incentive?
A value close to our hearts is being able to give back. We will continue to make a charitable donation of £50 to Crohn’s & Colitis UK for every initial meeting that results from a client recommendation, whether it takes place in person or remotely. There is no requirement for the person you recommend to become a client.
Since the start of 2026, thanks to your support, we’ve raised a total of £1,620 for Crohn’s & Colitis UK.
We aim to expand our support to more clients while also benefiting the community. We believe this incentive will successfully accomplish both objectives.
How can you help?
By recommending any suitable clients to Cheltenham IFA, you will be helping to support Crohn’s & Colitis UK. The charity works to improve diagnosis and treatment, fund research and raise awareness, while providing information and practical support for people affected by Crohn’s and colitis.
Not sure who to send our way? Keep reading to see if anyone you know could benefit from a chat with us!
Who do we help?
You know that you need to take control of your finances to live the life you want, but do your friends, family, and colleagues?
With that in mind, the clients we work best with are:
Building their wealth: They’re in the early stages of their life and career, with exciting times ahead. With the right planning in place, they can prolong that feeling. We’ll work to help them achieve their financial and personal goals, with support every step of the way.
Getting closer to retirement: Reaching the tail end of their career, anxieties may be growing about securing lasting stability. We’ll work closely with them, removing the hassle and jargon. Helping them to gain full control over their financial security and help protect their family’s future.
Entering or enjoying retirement: Retirement is a time of transition and a chance for them to reap the rewards of a lifetime of hard work. We’ll work with them to navigate the challenges that come with retirement with ease.
Looking to pass on their wealth: There’s no better legacy to leave than wealth that passes down generations of your family for decades to come. We can provide the peace of mind that comes with knowing their loved ones will be properly taken care of.
Why should you recommend us?
It’s our passion to help people, and here’s a reminder of why you can recommend us with confidence:
We have a local focus but a national reach
Cheltenham is our home, and we are committed to focusing on the town and surrounding region. So you can rest assured that you’ll be our client for life, wherever you might end up living, with fully remote support available.
We have a long-standing reputation
Many clients have been with us for decades. That’s a testament to the service we offer and the close bonds we form, and neither of those things will change any time soon.
We are caring by nature
When you succeed, we succeed. That means it’s in our mutual interests to give you only the very best advice. But what truly drives us is helping you find lasting happiness.
We are for every generation
Among our list of clients, you’ll find many examples where we look after several generations of the same family. That’s a testament to our holistic approach and the trust people place in us.
We have years of experience
Collectively, our advisers have more than a century of know-how under their belts. And they’re constantly staying updated, so you’ll always get accurate, considered advice from us.
We are small but mighty
The service you’ll receive as our client will always be top-drawer, but what’s unique is our hands-on approach. You’ll be on first-name terms with every member of our dedicated team.
Our clients love what we do
- 98.55% of clients are satisfied with our understanding of their needs, goals, and objectives
- 96.02% of clients believe working with us has helped or will help them achieve their financial goals
- 90.78% of clients said they would recommend us to family, friends, or work associates.
If that isn’t enough to persuade you, check out our reviews on Google and VouchedFor, where we have 4.8/5 and 4.9/5 ratings, respectively.
How can you recommend us?
Kindly ensure you have full permission from your friend, family member, or work colleagues before you introduce them to us (this is very important; please do not recommend someone to us unless you have their permission).
We’ll then contact them to arrange an initial discussion. If we meet, either in person or remotely, we’ll donate £50 to Crohn’s & Colitis UK. There is no requirement for them to become a client.
Working with Cheltenham IFA gives me reassurance knowing someone’s got my back
Stafford Evans
Ben is open, honest, and makes my investments easy to understand.
Kim Burbridge
I feel confident in my financial future with Cheltenham IFA
Graham Satterley
I know it can get a little bit confusing when there's a lot of financial information, but I never felt that with Maddi. I totally understood what she was explaining to us and we knew what was going on. They were so clear and helpful that, in the end, it was an easy process.
Mick & Alison Hart
I feel very reassured. I have great peace of mind when thinking of my financial future because I feel I'm in very good hands. They've taken into account what stage I'm at in my life, what I want from the future, particularly with regards to legacy to my children and other members of my family, and my own comfort and financial security going forward.
Katherine Judge
Client since 2014
What our clients say
In our most recent client survey...
1000%
of clients are satisfied with our understanding of their needs, goals, and objectives
97.560%
of clients believe working with us has helped or will help them to achieve their financial goals
99.160%
of clients said they would recommend us to family, friends, or work associates
